Gallery
QuickBooks Online Invoicing Pack (Beta)
Share
Explore

icon picker
Change Log

You can view the full source code .

🚀 Release 6 (Dec 25, 2022)

🌟 What’s New

Fixed a bug that prevented first name, last name, and phone number from appearing in Customer sync tables

🚀 Release 5 (May 13, 2022)

🌟 What’s New

Not much! This is just a compatibility release for Coda Packs SDK 0.11.0.

🚀 Release 4 (May 4, 2022)

🌟 What’s New

QuickBooks has been failing to return PDF invoices in the last couple of days for some reason (400 error). That used to make the whole Invoice table sync fail. Now if PDFs aren’t available, the rest of the sync continues on as normal.

😬 Known Issues

PDFs are often failing to be returned by QuickBooks - looking into why 🤷
By default, Coda shows the incorrect filename image.jpeg in attachment columns, no matter what the attachment is (in this case, an invoice PDF). They’re working on this, but in the meantime, I recommend changing the column settings for your Invoice PDF column and turning off Display File Name
Your QuickBooks Company ID must be plugged into the sync table settings (see ). This is a limitation of how Coda Packs currently handle OAuth2, but is expected to be fixed in the future.

🚀 Release 3 (April 26, 2022)

🌟 What’s New

Invoices sync table now includes invoice PDFs. To have them included in your Invoices table, set Include PDFs to True in sync table settings. (This makes syncing about 10x slower, so it’s turned off by default.)
Sync table formula display issue from release 2 resolved (sync table settings now show UI options)
Fixed a bug that caused syncs to fail when choosing to sync only active customers.
Fixed a bug that caused syncs to fail when the date range criterion was added, but set to “Everything”

😬 Known Issues

By default, Coda shows the incorrect filename image.jpeg in attachment columns, no matter what the attachment is (in this case, an invoice PDF). They’re working on this, but in the meantime, I recommend changing the column settings for your Invoice PDF column and turning off Display File Name
Your QuickBooks Company ID must be plugged into the sync table settings (see ). This is a limitation of how Coda Packs currently handle OAuth2, but is expected to be fixed in the future.

🚀 Release 2 (April 14, 2022)

🌟 What’s New

First public beta release
Includes sync table support for importing Invoices and Customers

😬 Known Issues

Your QuickBooks Company ID must be plugged into the sync table formula (see ). This is a limitation of how Coda Packs currently handle OAuth2, but is expected to be fixed in the future.
, the sync table settings are showing as a formula, when they should be showing as UI controls (e.g. a text field for the company ID, and a date range picker for date filtering). Hoping to get this sorted out so that sync table config is more intuitive.

🚀 Release 1

Private beta release
Share
 
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.